To apply please visit:
https://jobs.explorejobsearch.com/job-detail/275530/tax-administrative-assistant
ABOUT THE FIRMVasquez + Company LLP is a full-service accounting and business advisory firm established in 1969, with more than 50 years of experience in audits of various organizations and ranked among the top 1% of accounting firms by the AICPA. Vasquez serves a wide variety of clients in California through offices located in Los Angeles, Fresno, Sacramento, and San Diego counties, with additional resources from Vasquez BPO in Manila, Philippines and RSM US Alliance.ABOUT THE JOBJob Description:Vasquez & Company LLP is seeking a high-energy Paraprofessional/Administrative Assistant with strong organizational, people, and process skills. This role is an integral part of our Tax Department in Glendale, CA and ensures ongoing assignments and tasks are completed timely, efficiently, and that our clients are well served.Type: Full-TimeWorking Hours: 8 hours/dayQualifications:
Associates degree (A.A.)
Minimum 2 years’ experience as a tax paraprofessional
Ability to work independently and to contribute to the team’s culture and success
Strong attention to detail skills
Experience with multiple technology platforms, e.g. tax preparation software such as CCH Axcess or Prosystem, SafeSend, Caseware, and Citrix Sharefile is a plus
User knowledge in Microsoft Office Suite, including Outlook, Word, and Excel
Strong organizational and analytical skills
Ability to easily adapt to evolving priorities
Ability to work cohesively with co-workers as part of a team
Robust communication skills, both written & verbal with diverse audiences
Responsibilities:
Set up new clients in tax software.
Prepare, send, and monitor engagement letters.
Update and monitor Tax Return Due Date Listing Report, and provide weekly updates to the partner and director.
Upload finalized return package, including the E-file Acceptance Notification from the IRS into appropriate client drive/file.
Upload permanent file, correspondence, and PBC documents to client files (Caseware, Firm drive)
Handle certified mail, update the department’s billing system, and ensure documentation is uploaded into the Firm drive.
Provide detailed billing reports on a bi-monthly basis.
Prepare draft invoices for partner and director’s review, and process finalized invoices.
Coordinate with finance and accounting personnel as needed for new clients and engagement setup.
Prepare distribution documents for clients and internal teams.
Data entry and report preparation for internal workflow.
Receive and review client documentation.
Direct and indirect client contact for outstanding items and delivery of services.
Handle partner’s calendar and calls as required.
Assist with any other administrative duties that may arise.
Assist in special projects as needed that fall within the scope of capabilities
To apply please visit:
https://jobs.explorejobsearch.com/job-detail/275530/tax-administrative-assistant